Sophia Rose Tronolone
Investment adviser representative at Vantage Point Financial, LLC
12 yearsExperience
1 stateRegistered in
$484.6MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Vantage Point Financial, LLCJan 2025 to now
- Vantage Point Finanical LLCOct 2024 to now
- 4wealth Advisors, IncMay 2022 to Sep 2024
- Zazu Salon & Day SPASep 2021 to May 2022
- JambaJan 2020 to Aug 2021
- The Catlow Theater / Showtime EateryJun 2017 to Jan 2020
- UnemployedApr 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Vantage Point Financial, LLC
Legal name: Vantage Point Financial LLC
$484.6MAssets managed
566Clients
16Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8004312
- Firm CRD
- 305016